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Emerging Markets

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Apr 15, 2019 Research Alliance Emerging Markets Procrastinators—WidomTree

There is a chance that, come this autumn, many fund managers will have zero exposure to the eighth-largest country in the MSCI Emerging Markets Index. What country is it?

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Apr 11, 2019 Research Alliance A Sneak Peek into the World’s Largest and Most Expensive Democratic Exercise—WisdomTree

Gaurav Sinha shares some key facts and figures for this mammoth exercise.

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Apr 04, 2019 Research Alliance India: Capture Regional Growth via ex-State-Owned Companies—WisdomTree

Is it the right time to allocate to EM equities? The answer is nuanced and requires an approach that uses a smarter security selection methodology.

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Mar 25, 2019 Research Alliance India: Observations from the Ground—WisdomTree

There are a lot of macro indicators we can use to track a country, but nothing compares to on-the-ground observations. After completing a weeklong trip to India, Gaurav Sinha shares the scale at which growth is happening in that part of the world.

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Mar 19, 2019 Research Alliance Democratize Quant, India and the Oil Market—WisdomTree

On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Liqian Ren spoke with Wes Gray, CEO of Alpha Architect; Gaurav Sinha, Associate Director of Asset Allocation and Modern AlphaTM at WisdomTree; and Jay Hatfield, CEO of InfraCap.

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Mar 14, 2019 Research Alliance How to Position for a Rebound in China—WisdomTree

Chinese equities have ripped higher this year, and we see catalysts to support further gains. But not all China exposures are created equal. Jianing Wu discusses how to invest in China broadly.

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Mar 11, 2019 Research Alliance Is It Time to Get Excited about Chinese Equities?—WisdomTree

It is easy to get wrapped up in the short-term thought processes and headlines that always surround China. There can always be downdrafts, but is the next rally right around the corner? Christopher Gannatti discusses.

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Mar 01, 2019 Research Alliance The Beauty of a Rules-Based Approach in Emerging Markets—WisdomTree

Let’s face it, emerging markets are not the easiest topic to discuss in today’s world. Christopher Gannatti explains why that’s exactly why now could be a great time to consider emerging-market equities.

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Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Jan 18, 2019 Research Alliance After Falling Back to Earth, Emerging Markets Ready to Take off Again—Thornburg

Will emerging markets stocks rebound in 2019? Attractive valuations, strong forecast earnings growth, structural reforms, and an abating dollar headwind suggest they will.

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